Elevation Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Elevation Wealth Partners’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.31K	Sell	126 -625	-83%	-$38.5K	﹤0.01%	1042
2026 Q2	$51.2K	Buy	751 +599	+394%	+$37.1K	0.02%	298
2026 Q1	$9.24K	Buy	152 +34	+29%	+$2.2K	﹤0.01%	531
2025 Q4	$6.89K	Buy	118 +97	+462%	+$5.44K	﹤0.01%	557
2025 Q3	$1.2K	Buy	+21	New	+$1.32K	﹤0.01%	730

Other funds holding SMG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Elevation Wealth Partners's SMG Position: Q3 2026 in Review

Elevation Wealth Partners reduced its ScottsMiracle-Gro (SMG) stake by 83% in Q3 2026, selling an estimated $38.5K and leaving 126 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Elevation Wealth Partners first reported a position in SMG in Q3 2025 and has held it in 5 quarters since. The position peaked at $51.2K in Q2 2026. 187 funds tracked by Wall St. Rank hold SMG as of Q3 2026.

Elevation Wealth Partners held 126 shares of ScottsMiracle-Gro worth $6.31K as of Q3 2026.
Elevation Wealth Partners sold 625 ScottsMiracle-Gro shares in Q3 2026, an estimated $38.5K.
ScottsMiracle-Gro made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1042 holding.
Elevation Wealth Partners first reported a position in ScottsMiracle-Gro in Q3 2025 and has held it in 5 quarters since.
Elevation Wealth Partners's ScottsMiracle-Gro position peaked at $51.2K in Q2 2026.
187 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.